+632.2%
VRT vs RACE
+69.7%
+562.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.4% | -2.7% |
| 7D | -17.7% | +0.2% | -17.9% | -18.0% |
| 30D | -20.0% | +6.6% | -26.6% | -23.1% |
| 3M | -28.1% | +2.2% | -30.3% | -29.4% |
| 6M | -42.8% | +22.4% | -65.2% | -50.5% |
| YTD | +20.0% | +13.8% | +6.2% | +7.9% |
| 1Y | +3.5% | +2.2% | +1.3% | -0.3% |
| 3Y | +366.1% | +25.6% | +340.5% | +236.3% |
| 5Y | +632.2% | +71.0% | +561.2% | +257.1% |
| All | +632.2% | +69.7% | +562.5% | +257.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling